Traditional Brokers

Interactive Brokers (IBKR)

ID: ibkr | Markets: Equities, options, futures, forex | API: Official TWS/Gateway API

IBKR requires a running TWS or IB Gateway instance. The agent connects via socket to the gateway.

Connection parameters

Parameter	Type	Default	Description
`host`	string	`127.0.0.1`	TWS/Gateway hostname.
`port`	string	`4002`	Gateway port (4001=live, 4002=paper).
`client_id`	string	`1`	Unique client ID for this connection.

client.call_tool("connect_broker", broker_type="ibkr", connection_params={
    "host": "127.0.0.1",
    "port": "4002",
    "client_id": "1",
})

curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "ibkr",
    "connection_params": {
      "host": "127.0.0.1",
      "port": "4002",
      "client_id": "1"
    }
  }'

Charles Schwab

ID: schwab | Markets: Equities, options | API: Official OAuth2 API

Connection parameters

Parameter	Type	Description
`app_key`	string	OAuth2 application key.
`app_secret`	string	OAuth2 application secret.
`callback_url`	string	OAuth2 callback URL. Default: `https://127.0.0.1:8182`.

curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "schwab",
    "connection_params": {
      "app_key": "YOUR_APP_KEY",
      "app_secret": "YOUR_APP_SECRET",
      "callback_url": "https://127.0.0.1:8182"
    }
  }'

Alpaca

ID: alpaca | Markets: US equities, options, crypto | API: REST API (API-first broker)

Connection parameters

Parameter	Type	Default	Description
`api_key`	string	Required	Alpaca API key.
`api_secret`	string	Required	Alpaca API secret.
`paper`	string	`"true"`	`"true"` for paper, `"false"` for live.

curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "alpaca",
    "connection_params": {
      "api_key": "PKXXXXXXXXXXXXXXXXXX",
      "api_secret": "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
      "paper": "true"
    }
  }'

Tradier

ID: tradier | Markets: US equities, options | API: Official REST API

Connection parameters

Parameter	Type	Default	Description
`access_token`	string	Required	Tradier access token.
`sandbox`	string	`"false"`	`"true"` for sandbox environment.

curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "tradier",
    "connection_params": {
      "access_token": "YOUR_ACCESS_TOKEN",
      "sandbox": "false"
    }
  }'

Tastytrade

ID: tastytrade | Markets: Equities, options, futures | API: Official API

Connection parameters

Parameter	Type	Description
`username`	string	Tastytrade username.
`password`	string	Tastytrade password.

curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "tastytrade",
    "connection_params": {
      "username": "your_username",
      "password": "your_password"
    }
  }'

TradeStation

ID: tradestation | Markets: Equities, options, futures | API: OAuth2 API

Connection parameters

Parameter	Type	Description
`client_id`	string	OAuth2 client ID.
`client_secret`	string	OAuth2 client secret.
`refresh_token`	string	OAuth2 refresh token.

curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "tradestation",
    "connection_params": {
      "client_id": "YOUR_CLIENT_ID",
      "client_secret": "YOUR_CLIENT_SECRET",
      "refresh_token": "YOUR_REFRESH_TOKEN"
    }
  }'

E*TRADE

ID: etrade | Markets: Equities, options | API: OAuth 1.0a (Morgan Stanley)

Connection parameters

Parameter	Type	Description
`consumer_key`	string	OAuth consumer key.
`consumer_secret`	string	OAuth consumer secret.
`oauth_token`	string	OAuth token.
`oauth_token_secret`	string	OAuth token secret.

curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "etrade",
    "connection_params": {
      "consumer_key": "YOUR_CONSUMER_KEY",
      "consumer_secret": "YOUR_CONSUMER_SECRET",
      "oauth_token": "YOUR_OAUTH_TOKEN",
      "oauth_token_secret": "YOUR_OAUTH_TOKEN_SECRET"
    }
  }'